BFS
BRY

BridgePort Financial Solutions’s Berry Corp BRY Stock Holding History

BridgePort Financial Solutions’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,435
Closed -$39.4K – 241
2025
Q3 		$39.4K Buy
10,435
+97
+0.9% +$314 0.01% 236
2025
Q2 		$28.6K Buy
+10,338
New +$27.6K 0.01% 197

Other funds holding BRY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

BridgePort Financial Solutions's BRY Position: Q4 2025 in Review

BridgePort Financial Solutions sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 10,435 shares — an estimated $39.4K sold.

BridgePort Financial Solutions first reported a position in BRY in Q2 2025 and held it in 2 quarters. The position peaked at $39.4K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • BridgePort Financial Solutions reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • BridgePort Financial Solutions sold 10,435 Berry Corp shares in Q4 2025, an estimated $39.4K.
  • BridgePort Financial Solutions first reported a position in Berry Corp in Q2 2025 and held it in 2 quarters.
  • BridgePort Financial Solutions's Berry Corp position peaked at $39.4K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on BridgePort Financial Solutions's 13F filing for Q4 2025, filed 16 Jan 2026.